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Technology Stocks : Orckit (ORCT) -- Ignore unavailable to you. Want to Upgrade?

To: Eric Goethals who wrote (1596)	11/12/1998 5:52:00 PM
From: Daniel Ralls	Respond to of 1998

Hi Eric, Re: WSTl/PAIR merger...I owned PAIR for 1 month and from the last conf call, PAIR mgmt stated they are looking to buy a private company (paradyne, copper mountain). At the AEA conf this week PAIR also said they wouldn't mind being bought out by a larger company, although they aren't talking to anyone right now. This private company they are looking at is similar in size to PAIR, and mgmt wants the deal to only be dilutive for 1-2 qtrs. WSTL being public and losing a lot of money(Dilutive for PAIR) makes a PAIR acquistion of WSTL highly unlikely unless PAIR mgmt is lying. I have a sick feeling PAIR is going to have some bad times coming up, that is why I sold. They are losing market share to everyone (ADTN,ACDT,ORCTF)...Brooktrout even beat them out on 2 contracts to a small CLEC(Log on America) and a small ISP(some co in Maine). Check this out from the WSTL thread: Message 6396366 Is GTE a re-seller of ORCTF equipment? I didn't even think of this. That AVCO is a perfect example of manipulation in the markets. No way that should be up $28 3/4. It will probably hit $50 tomorrow. The world is coming to an end!